Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,025 | $84,236-65.5% | $170,435-83.0% | $70,126-58.6% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.0pp |
| Annual return | 6.41% | 23.06%-16.6pp | 205.94%-199.5pp | 73.15%-66.7pp |
| Employer contribution / active EE | $474 | $3,387-86.0% | $5,432-91.3% | $2,343-79.8% |
| Participant deferral / active EE | $1,044 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $7,188 | $5,698+26.1% | $13,881-48.2% | $4,645+54.7% |